| Date | Tweet |
|---|
| 2026-07-31 | Hmm, I personally added $AMKR in the $40's since I thought it was surprising it dropped that much after ER, even after $NVDA $1.5B deal + $TSM 10Y agreement.
It's more of a 2028 name though, though they have separate ramps in 2027.
- Did some cost averaging on names like Foci on drop to 400 (lea… → · 326 likes · 66,496 views |
| 2026-07-28T22:25:27 | I personally see it as extreme short term deleveraging that overshot many individual names.
- $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth.
Your leading… → · 2579 likes · 985,630 views |
| 2026-07-13T00:45:13 | Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL.
- PCB supply shortages are pr… → · 2033 likes · 675,396 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-03-24 | @GoldenMeth IMO $AEHR is a great long here and should hit its inflection point in the next few months like $AAOI.
$AMKR better to wait next year since they’re in capex phase and their buildout comes online late 2027 or 2028 if I remember correctly.
$FORM was a fan this yr → · 100 likes · 33,907 views |
| 2026-02-24 | Year to Date: 412.72%
Lot of it is just picking the right sector, profiting off of Jane Street algos weekly, and a bit of luck.
In terms of bottleneck longs, these are currently my favorite:
1. Memory - Samsung, Sk Hynix, $SNDK, $MU, $SIMO
2. Photonics - $LITE, $COHR, $AAOI, $AXTI, (maybe Ya… → · 3849 likes · 1,001,737 views |
| 2026-01-24 | The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers
$AMKR - S-SWIFT packaging for SiC integration
$ASX- VIPack platform and optical integration.
SiC Midstream:
$KLAC - Si… → · 231 likes · 83,464 views |
| 2026-01-22 | Memory Supercycle Supply Chain TLDR:
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |
| 2025-12-08 | Stock position updates:
Sitting on high-conviction longs like $NBIS and writing options, relatively lax weekend.
Minor position adds updates from last week:
$LITE - $316.5 (+5.53%) -> ~$335.91
Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup
$AMKR - $37.6 (+18.4%) ~$44.5
Benefits fro… → · 88 likes · 41,970 views |
| 2025-12-05 | I've actually posted a breakdown + talked about each individual stock up there before if you follow what I normally post. This is just a consolidated list from history.
For example I posted a deeper dive on TPU v7 ironwood supply chain not too long ago ( $COHR, $AMKR, $LITE, $MPWR). And I post DD … → · 10 likes · 2,237 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |